Investment Strategies

COUNTRY SPECIFIC ETF STRATEGIES
DOMESTIC U.S. LARGE CAP STRATEGIES
BUILT FOR GLOBAL INVESTORS

Our Country ETF strategies are designed to help investors take advantage of return opportunities that exist by building equity portfolios from the top-down and focusing on country selection, rather than stock selection. We hold the longest verified track record in the industry for building global equity portfolios only using single-country ETFs. These strategies are offered at a variety of custodians and in a variety of different vehicles. For more information on the strategies please click on the table below or reach out to someone on our portfolio team.

Our Alpha Brands U.S. equity strategies are designed to help investors gain access to the primary driver of the U.S. economy - Consumption. If consumption drives the $18 trillion economy and brand loyalty drives purchasing patterns, shouldn’t the most powerful brands be driving your investment portfolio?

Global ETF Strategies

STRATEGY

DESCRIPTION

TYPE

COUNTRIES

MANAGED ACCOUNT

MODEL DELIVERY

OFFSHORE FUND

FACT SHEET

GLOBAL CORE EQUITY

The Global Core Equity strategy represents our most diversified approach to managing global equities.  The strategy will overweight and underweight countries relative to their weight in the MSCI ACWI Index.

Strategic

12-20

X

X

X PDF

International ETF Strategies

Strategy

Description

Type

Countries

Managed Account

Model Delivery

Offshore Fund

Fact Sheet

International Equity

International Equity represents our most diversified approach to managing international equities.  The strategy will overweight and underweight countries relative to their weight in the MSCI ACWI EX USA Index.

Strategic

12-20

X

X

 

PDF

International Tactical

The International Tactical strategy invests in the 5 highest ranked countries within each factor group.  The countries are equally weighted and will move from invested to cash depending on the certain technical triggers.

Tactical

0-20

X

X

 

PDF

Emerging Markets

The Emerging Markets strategy invests only in emerging countries and will overweight and underweight countries based on their relative attractiveness.

Strategic

7-10

X

X

 

PDF

Asian Advantage

The Asian Advantage strategy seeks to provide exposure to the equity markets of Asia and maximize the advantages of emerging markets by including both large cap and small cap indices.

Strategic

9-17

X

X

 

PDF

Alpha Brands U.S. Equity Strategies

STRATEGY

DESCRIPTION

TYPE

COUNTRIES

MANAGED ACCOUNT

MODEL DELIVERY

OFFSHORE FUND

FACT SHEET

Alpha Brands CORE Equity

The Alpha Brands CORE Equity strategy is our flagship long-only portfolio. A U.S. Large Cap focused “best of the best” portfolio of the most relevant and powerful Brands. Targets 35-40 Iconic Brands, rebalanced quarterly. The final portfolio names are a sub-segment of the Alpha Brands Consumer Spending Index, a proprietary Index created by Accuvest. The Index constituents are the Top 200 most relevant brands chosen every December by the Accuvest Investment Committee.

Strategic

PRIMARILY U.S DOMICILED

X

X

X PDF

Alpha Brands Dynamic Equity

The Alpha Brands DYNAMIC Equity strategy uses a portion of the CORE Brands portfolio plus allows the Investment Committee (IC) more latitude to invest in other Iconic Brands from within the 200 universe. The IC also has flexibility to hold up to 40% in cash or fixed income if equity markets have deteriorated sufficiently to warrant a move to the sidelines.

Dynamic

PRIMARILY U.S DOMICILED

X

X

X PDF

Quarterly Attribution

Accuvest Global Core Equity Click Here (PDF)

 

Accuvest International Equity Click Here (PDF)

 

 

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